Whether you are investing to build wealth, protect your family, or preserve your assets, we can help take some of the mystery out of preparing for your financial future.Learn More
Business owners and professionals face special financial concerns. Kostka Taylor, L.L.C. CPAs offers qualified, professional assistance to pursue your objectives.Learn More
You can access your account information anytime, day or night. We encourage you to contact us when you have questions about your portfolio. Investment and financial planning services are offered by Donald P. Kostka and John Taylor, Jr. through their affiliation with Avantax.Learn More
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Estimate your monthly and annual income from various IRA types.
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A four-step framework for building a personal legacy.
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Read this overview to learn how financial advisors are compensated.
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This calculator helps estimate your federal estate tax liability.
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This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
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A presentation about managing money: using it, saving it, and even getting credit.
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Investment tools and strategies that can enable you to pursue your retirement goals.
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Here’s a quick guide to checking to see if you have unclaimed money.